Role-Based Programme
RB0259

Microsoft 365 Copilot for Human Resources

Advanced AI Workflows, Workforce Intelligence & HR Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying Microsoft 365 Copilot across recruitment, onboarding, L&D, talent management, employee communication, HR operations, and workforce analysis.
  • Build reusable AI-assisted HR workflows using Copilot Chat and Microsoft 365 applications while grounding outputs in permitted organizational context.
  • Apply Copilot to HR documents, emails, meetings, spreadsheets, presentations, policies, and workforce information to improve HR productivity and decision support.
  • Design specialized HR agents and recurring workflows for employee services, knowledge access, reporting, research, and administrative activities.
  • Apply responsible AI practices covering employee privacy, confidentiality, fairness, permissions, accuracy, human review, and accountable employment decisions.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsResearcherAnalystWord/Excel/PowerPoint AgentsAgent BuilderCopilot StudioScheduled Prompts

Who should attend

  • HR Business Partners
  • Talent Acquisition Professionals
  • HR Operations Professionals
  • Learning & Development Professionals
  • Talent Management Professionals
  • Performance & Career Development Professionals
  • Employee Engagement Professionals
  • HR Shared Services Professionals
  • Workforce Planning Professionals
  • HR Analytics Professionals
  • Compensation, Benefits & Payroll Professionals
  • Employee Relations Professionals
  • HR Managers
  • HR Directors
  • CHRO Office & Senior HR Leaders

Prerequisites & Participant Readiness

  • Familiarity with common HR processes and employee-lifecycle activities
  • Basic understanding of HR documentation, communication, reporting, and workforce information
  • Working familiarity with Microsoft 365 applications is beneficial
  • Basic spreadsheet skills are helpful for workforce-analysis activities
  • Prior Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced features may depend on Microsoft 365 Copilot licensing, tenant configuration, administrator policies, and organizational permissions
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Copilot across Recruit → Onboard → Develop → Engage → Support employee workflows
  • Understanding Copilot Chat, Microsoft 365 application experiences, agents, and organizational grounding
  • Understanding AI assistance versus accountable human HR judgement
Practical activities
  • Mapping recurring HR activities to relevant Copilot capabilities
  • Identifying high-value and high-risk HR activities for appropriate AI use

Scenarios

Talent Acquisition to Employee Onboarding

Workforce Requirement → Copilot Research & Role Analysis → Word JD → Interview Framework → Outlook / Teams Coordination → Hiring Documentation → Onboarding Plan → Learning Resources → HR Approval

Participants create an integrated Microsoft 365 Copilot workflow that reduces repetitive recruitment and onboarding work while preserving human accountability for candidate assessment and employment decisions.

Workforce Intelligence & Capability Development

Approved Workforce Data → Copilot in Excel / Analyst → Researcher → Skills & Talent Intelligence → Capability Gaps → L&D Recommendations → PowerPoint Leadership Brief → HR Leadership Review

Participants combine approved internal workforce information with research and analytical capabilities to identify capability priorities, build development recommendations, and communicate evidence-backed workforce insights to leadership.

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